Method Community

I only wish it was as easy as you make it sound.  When I click on the "edit" button for the customer type field, there are 4 steps available and none of them have anything to do with linking the field to a certain table.  So that must mean there is another step I need to take to link a table to this field . . . another step ...

I don't have a home tab.  The update to the latest version was so confusing, I'm left with a mix of old and new tabs . . . but no home tab.

Like I just wrote in another post, this is way too hard.  How in the world is anyone supposed to know that?!

Sheesh! Something that should be so simple . . . again is not.  Method's greatest strength is also its greatest weakness.  I understand db tables, but I have no idea how to do this in Method and I have no way of finding out either.  It shouldn't be this hard!  People want customization, but not if it's this ...

Under the old customize screen, I found the new search window titled "CRM_Search_CustomerList.  I edited this to show the "Customer Type" field, but it shows up as a text box instead of a dropdown box filled with the correct entries for customer type.  How do I change this from a text box to a dropdown box?

How do we customize the search window?  We used to sort by Customer Type in the old Method version but our customization is gone with the new version. I have no idea how to customize anything with the new version since the "customize" screen is gone.  But even when I go into the old "customize" screen, ...

And one more thing about list builder. I just sent out an embarrassing email to our customers. I had inserted the Customer.FirstName code and I thought that Method would eliminate that if the first name field was empty. But instead, it left it to look like "Customer.FirstName" if the first name field was empty.  So our customers ...

ok, and while you're at it, you'll need to work on the folllowing error I receive when sending email via list builder. And it would be nice if there was a much easier way of managing email templates.  As it is, I have to go into a customer, create a new activity, check the send to email box and then click the elipses by the template ...

We have over 10,000 customers in our database and List Builder takes a LONG time to fill itself with our entire customer list.   First, 2 suggestions. It would be a lot more efficient if we could set additional criteria before filling the list such as filter by rep, customer type, etc. And it would be WONDERFUL if we could save ...

If the admin tab group is not available anymore, where is the tab "Customize"?  Maybe I deleted it already and don't recall.  But if you're lumping the "Customize" tab into the "QuickBooks" tab group, that is not a good scenario.  There needs to be a separate Admin tab (by default) for this type ...